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What Shell’s acquisition of Pavilion LNG assets means for the Singapore gas market
We wrote an Inform last week on Shell's successful acquisition of Temasek’s LNG trading business, Pavilion Energy, through a competitive auction, w...
Which Asian refineries will buckle under margin pressure?
The low-margin environment will put the existence of many weak refineries in Asia at risk. Many refineries will run at lower utilisation rates or c...
Will refinery rationalization continue at the US Gulf Coast despite global capacity crunch?
2022 has brought record profits to the refining industry, with particularly advantageous market conditions for US refiners less exposed to escalati...
Will the China polyester chain bounce back in H1 2023?
In December 2022, China took a U-turn and scrapped its Dynamic Zero-Covid policy which featured harsh lockdowns, controls on people’s movement and ...
Will the extreme cold in the US heat up the global gas market?
North America gas markets endured a wild week – freezing weather through the middle part of the country simultaneously took out over 20% of gas pro...
Will the latest subsidy reduction scale back China’s EV market?
On March 26, 2019, China announced to halve its purchase subsidy for electric vehicles (EV) based on 2018 level and curb the provincial-level subsi...
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